Tag: Retirement Planning

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Integrating Charitable Giving Into Your Lifelong Financial Vision with Oliver Kollofski (Ep. 48)

Integrating Charitable Giving Into Your Lifelong Financial Vision with Oliver Kollofski (Ep. 48)

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As we approach Giving Tuesday, Brittany Anderson invites Sweet Financial’s Director of Wealth Services, Oliver Kollofski onto the show. Together they dive into the topic of charitable giving and how you can start making this practice part of your greater financial vision.

They also discuss the significance of non-cash donations, like appreciated investments, and donor-advised funds. The conversation also covers personal growth, with Oliver sharing his experience in auto racing, and the importance of having a roadmap for life transitions.

Oliver and Brittany talk about: 

  • Oliver’s journey of fulfilling the role of Director of Wealth Services at Sweet Financial
  • How to start implementing charitable giving strategies in your life today
  • How to avoid making the most common mistakes when it comes to finding your charitable giving strategy
  • The first steps you can take when struggling to decide what the “best” charity is to give to
  • And more

Resources: 

Connect With Oliver Kollofski:

Connect With Sweet Financial Partners:

About Our Guest:

Oliver’s knack for simplifying the complex and generating creative planning strategies for our clients has earned him the unofficial title of the “smart guy” in the office. All jokes aside, Oliver thrives in creating opportunities in even the most complex cases, and in painting a picture that allows the client to make informed and educated decisions. Since joining our Sweet Financial team in 2007, and becoming a partner in 2013, Oliver has worked closely with the advisors in the office to help our clients create the retirement they can’t wait to wake up to. 

He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor.

What some may not know about the poised and often reserved Oliver, is that he enjoys driving race‐car and has been an avid hockey player and coach for much of his life. When he’s not doing all of that cool stuff, you’ll find him spending time with his wife, Emily, and sons, Jace and Van.

 

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Thriving as a Business Owner in the Age of AI (Ep. 44)

Thriving as a Business Owner in the Age of AI (Ep. 44)

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Today, we are providing resources and guidance to business owners to help them avoid burnout, realize the opportunities AI is providing and rethink their retirement.

In this episode, Bryan Sweet and Brittany Anderson discuss the challenges and opportunities faced by business owners. They highlight the struggles of limited employee markets, hiring difficulties, succession planning, and the identity shift that comes with exiting a business. 

The conversation also explores the shift in retirement mindset, the advancements in technology, particularly in AI, and the importance of proper exit planning. They encourage business owners to stay ahead of technological trends and leverage AI to their advantage. 

Bryan & Brittany discuss: 

  • The struggles and triumphs of business ownership: How to curb common pain points as a business owner in the modern day
  • Embracing technological advancements and taking advantage of the opportunities AI provides
  • The role of intentionality when avoiding business owner burnout
  • Some modern takes on retirement planning and business exit planning
  • And more

Resources: 

Connect With Sweet Financial Partners:

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Creating an Even Bigger Future Than Envisioned With Amber Knips, CFP®, CDFA®, CeFT® (Ep. 41)

Creating an Even Bigger Future Than Envisioned With Amber Knips, CFP®, CDFA®, CeFT® (Ep. 41)

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Something every financial planner dreams about doing is helping their retirees achieve a far better retirement than they had ever hoped for.

Our guest, Amber Knips has a lot of experience doing just that.

In this episode, Brittany Anderson chats with Amber Knips, wealth advisor at Sweet Financial, about the biggest obstacles modern-day retirees face and what strategies they can use to mitigate these struggles, both financial and mental.

Amber discusses: 

  • Where she sees retirees getting the most ‘stuck’ and what modern-day obstacles they face the most 
  • How she uses “fear mitigation” with retirees when they are afraid of overspending (and the risk of inexperience because of this fear)
  • What dreaming big means to her and how this mentality applies to retirees like you
  • How to apply the 50/50 retirement approach – the misconception that retirement is either full-time traveling or full-time doing nothing at home
  • And more

Resources: 

Connect With Amber Knips, CFP®:

Connect With Sweet Financial Partners:

About Amber Knips:

Amber helps people see possibility through life’s greatest and most challenging transitions.  She is someone who has total passion and conviction for what she does. Using her empathetic and sincere approach, she has made it her mission to build deepened relationships with her clients all while helping them cultivate a financial plan that helps them focus on what they most enjoy. After joining the team at Sweet Financial Partners in 2012, Amber has gained extensive experience and training on guiding women through transitions such as loss of a loved one, divorce, career change, retirement and much more. You only experience these life transitions a few times during your lifetime, but she helps people through them every day.

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Get Visibly Fit™ In Mind, Body and Spirit With Wendie Pett (Ep.36)

Get Visibly Fit™ In Mind, Body and Spirit With Wendie Pett (Ep.36)

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Planning for retirement consists of so much more than setting and investing the right amount of money. People often forget how important it is to invest in their health so they can enjoy their wealth.

How are you investing in your health to enjoy your retirement?

In this episode, Brittany Anderson talks with Wendie Pett, a professional trainer and coach. Wendie discusses her journey of becoming a health and wellness coach so many people can enjoy their retirement years and create valuable memories.

Wendie discusses: 

  • The path that led her to become a passionate health & wellness trainer and coach
  • How you can implement physical and fiscal healthy habits into your lifestyle
  • How to not just invest your money for retirement but invest in yourself
  • How to start realistically pursuing your fitness goals 
  • And more

Resources:

Connect With Wendie Pett:

Connect With Sweet Financial Partners:

About Our Guest:

For over two decades, Wendie Pett has been motivating people to make fitness and good nutrition part of their daily routine. She teaches the balance of mind, body and spirit through her Visibly Fit™ wellness program. Wendie has a nationally syndicated television program that airs each week on the NRB Network, LIFTABLEtv, WLCN, Faith Unveiled Network and IBN Television. It has aired for over 9 years. Her television show also appears weekly on the Life Network For Women app. For over 8 years, she’s been known as ‘Coach Wendie’ on KTIS radio in the Twin Cities with her featured healthy tips segments. Wendie is also a featured columnist in VEGWORLD Magazine, The Christian View, Best Ever You, Refreshed, Vegan Lifestyle, and Diet.com. Wendie has two podcasts, Visibly Fit (won Best Lifestyle Podcast 2021 by Spark Media) and Your Biggest Breakthrough with her husband, Todd. Wendie is a full-time business owner, a naturopathic doctor, wife, mother, author, speaker, TV host, advisory board member for Christian Women in Media and part-time volunteer. Her business consists of whole-food/plant-based wellness coaching, emotional healing, personal online training, fitness planning, educational and motivational speaking, and creating new products/tools to assist clients along their wellness journey. After a major injury to her shoulder, she resorted to body weight resistance exercises for strength and healing and hasn’t turned back to any other form of training since. She has helped countless others reach their fitness goals without ever compromising their joints, tendons, or ligaments – teaching that Your Body Is Your Gym™ and instilling new diet habits that have shown to reverse multiple diseases and allow people to get off medications. To learn more go to www.wendiepett.com.

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Extraordinary Out Of The Ordinary, Part 3 (Ep. 35)

Extraordinary Out Of The Ordinary, Part 3 (Ep. 35)

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For some reason, people think that experience equals traveling somewhere. But experiences are sometimes just making the extraordinary out of the ordinary. 

But ultimately you have to define what experiences mean to you.

In this episode, Bryan Sweet and Brittany Anderson discuss how to be intentional about the experiences you want to have in your life. They also explain how their resources and connections can help to eliminate all the reasons why your experiences are not going to happen, to live a more fulfilling life.

Bryan and Brittany discuss:

  • Two examples of Bryan’s most favorite experiences
  • How they help clients find those things that can give them experiences to satisfy that itch
  • Why you should be intentional about your desired experiences
  • If it’s not front of mind it’s less likely to happen
  • And more

Resources:

Connect With Sweet Financial Partners:

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Living A Life Beyond Wealth Through Legacy and Purpose, Part 2 (Ep. 34)

Living A Life Beyond Wealth Through Legacy and Purpose, Part 2 (Ep. 34)

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The two most important days in your life are the day you were born and the day you find out why. There’s been studies done that say if you lack purpose, your life expectancy is four to seven years less.

In this episode, Bryan Sweet and Brittany Anderson address why it’s so important to take the time to discover what motivates you, and gives you a sense of belonging. 

Bryan and Brittany discuss: 

  • What it means to have purpose in your life
  • How to prevent emotional or rash decision making
  • Being intentional about how you want people to feel because of your actions
  • How to get started on making your mark
  • And more

Resources:

Connect With Sweet Financial Partners:

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Dreaming Big, Dreaming Bigger, and Dreaming Beyond (Ep.23)

Dreaming Big, Dreaming Bigger, and Dreaming Beyond (Ep.23)

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You did it! You have gained and have been able to sustain your confidence. 

Now what can you do with it?

In this episode, Bryan and Brittany build off of previous ideas about gaining confidence by explaining what you can do once you have found confidence in your abilities to achieve the things you have been dreaming about. They also discuss strategies you can implement in your life to find the opportunities that can bring your dreams to life.

Bryan and Brittany discuss: 

  • How to find out what “dreaming big” means to you
  • Strategies to avoid stalemates and take action on your goals
  • How to find and create the opportunities that can make your goals come to life
  • How to maximize your ability to make conscious decisions in both your personal and financial life
  • And more

Resources: 

Connect With Sweet Financial Partners:

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How To Take Risks With Confidence (Ep.22)

How To Take Risks With Confidence (Ep.22)

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Now that Bryan and Brittany have discussed why confidence is key, it’s time to learn how you can implement it into your professional and retired life to achieve your goals.

In this episode, Bryan Sweet and Brittany Anderson explain how you can find the confidence you need to take the necessary steps to create value and passion in what you put out into the world. They also share why creating a healthy amount of confidence during your career will help you find your purpose and meaning during your retired years.

Bryan and Brittany discuss: 

  • How you can incorporate confidence when you are taking any type of risk
  • How boosting your confidence can affect your potential and ability to achieve greater success
  • Why you shouldn’t just formulate a retirement plan, but a post-retirement plan
  • Why you should incorporate more self-care into your routine and how it can enhance your confidence 
  • And more

Resources: 

Connect With Sweet Financial Partners:

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Confidence Is Key (Ep.21)

Confidence Is Key (Ep.21)

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You’ve heard the saying that “confidence is key”, but there is so much more to it than that!

In this episode, Bryan Sweet and Brittany Anderson go into depth about the influence of confidence on both your personal and professional lives. They also provide advice about how you can maximize the confidence you have in everyday life.

Bryan and Brittany discuss: 

  • Bryan’s newly published book “Dream Architecture: Build a Retirement Beyond What’s Possible”
  • The relationship between confidence and success
  • Finding the right people to help you find the right courses of action
  • The slippery slope of comparing your retirement to someone else’s
  • And more

Resources: 

Connect With Sweet Financial Partners:

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Combatting Doubt Within Your Career With Steve Ody (Ep.15)

Combatting Doubt Within Your Career With Steve Ody (Ep.15)

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The way you perceive success can heavily influence how you find fulfillment in your work.

How can you find fulfillment when pursuing your passions?

In this episode, Brittany Anderson talks with Steve Ody, host of the Traveling Optimist podcast, to talk about creating “the dream life” and how you can pursue it within your career.

Steve discusses: 

  • The inspiration behind his show and how he communicates his passion to listeners
  • The journey to creating the Traveling Optimist podcast and how it helped him pivot his business mindset during the pandemic
  • His inspiration perspective on success and how to find fulfillment in what you put out into the world
  • How to approach the feeling of doubt to take a chance within your career 
  • And more

Resources: 

Connect With Steve Ody:

Connect With Sweet Financial Partners:

About Our Guest:

Steve Ody is an entrepreneur and is passionate about making a difference and building relationships for the long term.

He is results-driven and customer-focused, with a proven track record in developing and driving sales and marketing initiatives (off and online) to deliver sales, profit, and service targets in intensely competitive commercial environments. He is a first-class communicator, expert in developing and sustaining working relationships (internal and external) at senior levels across different sectors. He is also the host of the podcast series called the Traveling Optimist!



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